Configuration Module Overview

The Configuration Module is used to establish work station modes of operation, document types, storage locations, auto import, retrieval (optional feature), batch manager, shared counters, and viewer system-wide configuration settings. 

Document Types Tab

Document types are used to control your PSI:Capture workflow. 

Storage Tab

The storage tab provides a list of every storage location used within document types. Modifying storage locations from this location DOES NOT update the location within document types. 


Regular Expressions Tab

The Regular Expressions tab displays a list of system and user entered Regular Expressions used with the PSI:Capture Advanced Data Extraction (ADE) functionality. 


Global Lists Tab

The global list tab is used to configure custom flags and auto-filled notes for use within PSI:Capture. Custom flags are primarily used within Quality Assurance. 


Shared Counters Tab

Shared counter configuration allows for creation and management of numerical counters attached to one or more document type index fields. These counters are updated each time an index field is processed. 

Retrieval Tab

The retrieval tab in configuration is used to manage repositories (databases) used by the retrieval module. These can also be configured and managed from within the retrieval module itself. 

Viewer Tab

Viewer configuration is used to simply set the default viewer settings based on document type. Options include Simplex and Duplex image view settings. 


Auto Import Tab

The Auto Import tab allows management of auto import on the local machine. All machines connected to the capture server will be listed along with their auto import status. Enabling Auto Import Service on the local machine will allow it to process any document types configured to use the Auto Import feature. 


Batch Manager Tab

The Batch Manager tab allows configuration of default settings for Batch Manager. Requiring unique batch names, hiding local batch tab, and double click action from within batch manager are commonly used settings within this configuration. 


Capture Server Tab

The Capture Server tab is used to configure SMTP email settings, notification subscriptions (emails), and manage the service state (Standalone, Network Station, Capture Server). 

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